LAZR is trading 3.9% up in pre-market at $43.77, driven by renewed photonics-sector interest tied to AI data-center spending.
- Photonics shares rose after Alphabet reported a 100% year-over-year increase in capital expenditures and lifted its full-year spending forecast, supporting stronger optical-component demand.
- LAZR is the Tema Photonics & Optical ETF, with major holdings including Lumentum, Aixtron and AXT.
- The move appears sector-driven; Nasdaq futures lower, recent advance followed strong sessions; no August 6 company-specific announcement or earnings catalyst identified.